See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,240 | $157,256-44.5% | $141,162-38.2% | $152,861-42.9% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 18.27% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,210 | $5,261-58.0% | $4,735-53.3% | $4,762-53.6% |
| Participant deferral / active EE | $4,851 | $7,109-31.8% | $6,709-27.7% | $5,850-17.1% |
| Admin fee / account holder | $2,378 | $12,120-80.4% | $10,261-76.8% | $11,596-79.5% |